---
# ═══════════════════════════════════════════════════════════════════════════════
# CLAUDE OFFICE SKILL - Enhanced Metadata v2.0
# ═══════════════════════════════════════════════════════════════════════════════
# Basic Information
name: invoice-template
description: "Generate professional PDF invoices from templates"
version: "1.0"
author: claude-office-skills
license: MIT
# Categorization
category: finance
tags:
- invoice
- template
- billing
department: Finance
# AI Model Compatibility
models:
recommended:
- claude-sonnet-4
- claude-opus-4
compatible:
- claude-3-5-sonnet
- gpt-4
- gpt-4o
# MCP Tools Integration
mcp:
server: office-mcp
tools:
- create_docx
- fill_docx_template
- docx_to_pdf
# Skill Capabilities
capabilities:
- template_creation
- invoice_formatting
# Language Support
languages:
- en
- zh
---
# Invoice Template Skill
## Overview
This skill generates professional PDF invoices from structured data and templates. Create invoices with company branding, itemized lists, tax calculations, and payment details.
## How to Use
1. Describe what you want to accomplish
2. Provide any required input data or files
3. I'll execute the appropriate operations
**Example prompts:**
- "Generate invoices from order data"
- "Create recurring invoices"
- "Batch generate monthly invoices"
- "Customize invoice templates per client"
## Domain Knowledge
### Invoice Data Structure
```python
invoice_data = {
"invoice_number": "INV-2026-001",
"date": "2026-01-30",
"due_date": "2026-02-28",
"from": {
"name": "Your Company",
"address": "123 Business St",
"email": "billing@company.com"
},
"to": {
"name": "Client Name",
"address": "456 Client Ave",
"email": "client@example.com"
},
"items": [
{"description": "Consulting", "quantity": 10, "rate": 150.00},
{"description": "Development", "quantity": 20, "rate": 100.00}
],
"tax_rate": 0.08,
"notes": "Payment due within 30 days"
}
```
### PDF Generation with ReportLab
```python
from reportlab.lib.pagesizes import letter
from reportlab.pdfgen import canvas
from reportlab.lib.units import inch
def create_invoice(data: dict, output_path: str):
c = canvas.Canvas(output_path, pagesize=letter)
width, height = letter
# Header
c.setFont("Helvetica-Bold", 24)
c.drawString(1*inch, height - 1*inch, "INVOICE")
# Invoice details
c.setFont("Helvetica", 12)
c.drawString(1*inch, height - 1.5*inch, f"Invoice #: {data['invoice_number']}")
c.drawString(1*inch, height - 1.75*inch, f"Date: {data['date']}")
# From/To
y = height - 2.5*inch
c.drawString(1*inch, y, f"From: {data['from']['name']}")
c.drawString(4*inch, y, f"To: {data['to']['name']}")
# Items table
y = height - 4*inch
c.setFont("Helvetica-Bold", 10)
c.drawString(1*inch, y, "Description")
c.drawString(4*inch, y, "Qty")
c.drawString(5*inch, y, "Rate")
c.drawString(6*inch, y, "Amount")
c.setFont("Helvetica", 10)
subtotal = 0
for item in data['items']:
y -= 0.3*inch
amount = item['quantity'] * item['rate']
subtotal += amount
c.drawString(1*inch, y, item['description'])
c.drawString(4*inch, y, str(item['quantity']))
c.drawString(5*inch, y, f"${item['rate']:.2f}")
c.drawString(6*inch, y, f"${amount:.2f}")
# Totals
tax = subtotal * data['tax_rate']
total = subtotal + tax
y -= 0.5*inch
c.drawString(5*inch, y, f"Subtotal: ${subtotal:.2f}")
y -= 0.25*inch
c.drawString(5*inch, y, f"Tax ({data['tax_rate']*100}%): ${tax:.2f}")
y -= 0.25*inch
c.setFont("Helvetica-Bold", 12)
c.drawString(5*inch, y, f"Total: ${total:.2f}")
c.save()
return output_path
```
### HTML Template Approach
```python
from weasyprint import HTML
from jinja2 import Template
invoice_template = """
| Description | Qty | Rate | Amount |
|---|
{% for item in items %}
| {{ item.description }} |
{{ item.quantity }} |
${{ "%.2f"|format(item.rate) }} |
${{ "%.2f"|format(item.quantity * item.rate) }} |
{% endfor %}
Total: ${{ "%.2f"|format(total) }}
"""
def create_invoice_html(data: dict, output_path: str):
template = Template(invoice_template)
# Calculate total
total = sum(i['quantity'] * i['rate'] for i in data['items'])
total *= (1 + data.get('tax_rate', 0))
data['total'] = total
html = template.render(**data)
HTML(string=html).write_pdf(output_path)
return output_path
```
## Best Practices
1. **Validate required fields before generation**
2. **Use templates for consistent branding**
3. **Auto-calculate totals (don't trust input)**
4. **Include payment instructions and terms**
## Installation
```bash
# Install required dependencies
pip install python-docx openpyxl python-pptx reportlab jinja2
```
## Resources
- [easy-invoice-pdf Repository](https://github.com/nickmitchko/easy-invoice-pdf)
- [Claude Office Skills Hub](https://github.com/claude-office-skills/skills)